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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1551
HM Payson & Co
Maine
$649K – – –
JWM
1552
Jeppson Wealth Management
California
$647K +$1.24K +4 +0.2%
CCFCSB
1553
Cape Cod Five Cents Savings Bank
Massachusetts
$644K +$713K +2,298 New
EFSCE
1554
Enterprise Financial Services Corp (EFSC)
Missouri
$642K -$4.34K -14 -0.6%
TWP
1555
TFO Wealth Partners
Ohio
$641K +$400K +1,288 +129%
GP
1556
Girard Partners
Pennsylvania
$640K -$175K -563 -20%
MC
1557
Miramar Capital
Illinois
$638K +$49.7K +160 +8%
SFS
1558
Summit Financial Strategies
Ohio
$636K +$303K +976 +76%
ONB
1559
Old National Bancorp
Indiana
$630K +$437K +1,409 +169%
VAG
1560
VisionPoint Advisory Group
Texas
$629K -$1.72M -5,534 -74%
KA
1561
Klingman & Associates
New York
$627K -$18K -58 -3%
MLFP
1562
MPS Loria Financial Planners
Illinois
$627K -$2.48K -8 -0.4%
MBFW
1563
Morton Brown Family Wealth
Pennsylvania
$625K -$27.6K -89 -4%
LIA
1564
LS Investment Advisors
Michigan
$624K – – –
PO
1565
Private Ocean
California
$622K -$262K -843 -28%
GCMG
1566
Gyroscope Capital Management Group
Florida
$621K -$450K -1,449 -40%
AWM
1567
Angeles Wealth Management
California
$620K +$56.5K +182 +9%
WMA
1568
Wealth Management Associates
New Jersey
$614K -$5.9K -19 -0.9%
MA
1569
Montag & Associates
Georgia
$612K +$37.2K +120 +6%
BBHC
1570
Brown Brothers Harriman & Co
New York
$610K -$178K -574 -21%
NAG
1571
Northstar Advisory Group
New Jersey
$609K -$1.22M -3,919 -64%
SIS
1572
Sound Income Strategies
Florida
$609K -$94.3K -304 -12%
GIA
1573
Guyasuta Investment Advisors
Pennsylvania
$609K – – –
AB
1574
Atlas Brown
Kentucky
$609K +$61.4K +198 +10%
TWP
1575
Total Wealth Planning
Ohio
$609K +$218K +701 +48%
61 62
63
64 65